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David Kiss
Principal Wealth Manager · HNW Private Client Strategy
HNW specialist. Leads advisory across the firm's most complex personal and family wealth.
David Kiss is the firm's Principal Wealth Manager and the lead advisory voice across William James. He has worked in financial services since 2015 and qualified as a financial adviser in 2019. Most recently, he spent three years at one of the UK's largest national financial advice firms, managing complex cases for high net worth clients and refining his work in advanced tax mitigation.
His core areas of expertise are tax efficiency, including Inheritance Tax, Capital Gains Tax, and Income Tax mitigation; retirement planning, including pension strategy and sustainable withdrawal design; and high net worth portfolio management across multi-generational wealth and intricate financial structures.
At William James, David leads advisory for the firm's most complex personal and family relationships, including business owners, multi-generational families, and clients with cross-jurisdictional positions. Where the work calls for it, he coordinates a wider professional team across solicitors, accountants, trustees, and corporate advisers. The aim is always one shared view, held in confidence, working to one plan.



